Wealth Technical Specialist at PSG Konsult Ltd

Job description:

• This role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team.
• The role is overall responsible to support a large national network of advisers with complex advice related matters in PSG Wealth. This includes working closely with product providers ensuring that our product suite remain competitive.

Responsibilities:

• Subject matter expert and manager of the large case review process including presenting the case and findings to senior management for approval
• On an ongoing basis, evaluate, review and improve large case process
• Subject matter expert on technical product and advice matters including but not limited to adviser focused meetings and relevant technical/distribution committees
• Working with cross-functional teams on strategic distribution projects where Wealth SME’s are required
• Assist with the provision of content to technical adviser support team (Technical Advisory Services) and marketing in relation to advice and distribution activities.
• Draft, review and sign-off communication for marketing purposes in relation to advice and distribution activities.
• Collaborating with cross-divisional teams on product and product provider due diligence.
• Provide ongoing technical advisory support to advisers and distribution teams (proactive and reactive)
• Draft of communication on technical topics e.g. Take Notes, industry relevant articles.
• Represent Technical Advisory Services as Wealth Product expert on Technical Advisory Services and non-Technical Advisory Services related committees
• Due diligence on product and product providers in collaboration with the risk and finance team
• Research on ad hoc projects
• Effective management of direct reporting staff
• Responsible for facilitation of Technical Training to junior staff

Minimum requirements:

• Degree in Financial Management / Financial Planning or related
• Postgraduate Diploma in Financial Planning (Advantageous)

Experience:

• A minimum of 7 years’ experience in wealth and investment products
• In-depth knowledge of financial planning
• Experience engaging at an EXCO/Senior Management level
• Exposure to working directly with financial advisers

Skills/Competencies:

• Ability to clearly explain and define complex business requirements
• Excellent verbal and written communication skills
• Excellent management and leadership skills
• Attention to detail and analytical skills
• Strong interpersonal and relationship building skills
• Proven ability to identify, assess and solve problems
• Highly adaptable and resilient
• High emotional intelligence
• Teamwork
• Ability to influence and negotiate
• Good presentation skills

Deadline:10th January,2026